Berry Global Group, Inc.
BERYDelisted Apr 30, 2025- Industry
- Plastics Products, NEC
- SEC CIK
- 0001378992
Berry Global Group, Inc. was delisted on Apr 30, 2025; its insiders filed their last Form 4 on May 2, 2025; 440 institutions reported holding it in 13F filings for Q1 2025, worth $8.25B in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q2 2024
Institutional positions in Berry Global Group, Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 392
- −17 vs. Q1 2024
- Shares held
- 113.7M
- −99.1K (−0.1%) vs. Q1 2024
- Total value
- $6.69B
- −$194.8M (−2.8%) vs. Q1 2024
- New holders
- 48
- 123 more added
- Sold out
- 65
- 170 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BERY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $68 |
| Q1 2026 | 1 | $68 |
| Q4 2025 | 1 | $68 |
| Q3 2025 | 1 | $68 |
| Q2 2025 | 5 | $243.4K |
| Q1 2025 | 440 | $8.25B |
| Q4 2024 | 442 | $7.29B |
| Q3 2024 | 398 | $7.73B |
| Q2 2024 | 392 | $6.69B |
| Q1 2024 | 412 | $6.90B |
| Q4 2023 | 431 | $7.46B |
| Q3 2023 | 398 | $6.92B |
| Q2 2023 | 390 | $7.54B |
| Q1 2023 | 398 | $6.61B |
| Q4 2022 | 390 | $6.93B |
| Q3 2022 | 338 | $5.50B |
| Q2 2022 | 345 | $6.69B |
| Q1 2022 | 367 | $7.34B |
| Q4 2021 | 389 | $9.58B |
| Q3 2021 | 365 | $7.92B |
| Q2 2021 | 384 | $8.50B |
| Q1 2021 | 382 | $8.03B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Berry Global Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1 | $59 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $59 | 0.00% | +1 | New |
| Independence Bank of Kentucky | 5 | $294 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $353 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $412 | 0.00% | −15−68.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 11 | $647 | 0.00% | +11 | New |
| Versant Capital Management, Inc | 15 | $883 | 0.00% | −27−64.3% | Reduced |
| Carolinas Wealth Consulting LLC | 17 | $962 | 0.00% | +3+21.4% | Added |
| Valley National Advisers Inc | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $1.06K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 18 | $1.08K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 22 | $1.28K | 0.00% | +5+29.4% | Added |
| Atlas Capital Advisors LLC | 22 | $1.29K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $1.77K | 0.00% | −1−3.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 30 | $1.77K | 0.00% | +4+15.4% | Added |
| Capital Advisors, Ltd. LLC | 26 | $2.00K | 0.00% | −9−25.7% | Reduced |
| Global Financial Private Client, LLC | 35 | $2.06K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $2.06K | 0.00% | +5+16.7% | Added |
| Financial Network Wealth Advisors LLC | 38 | $2.30K | 0.00% | +38 | New |
| Private Trust Co NA | 40 | $2.35K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 40 | $2.35K | 0.00% | +18+81.8% | Added |
| Geneos Wealth Management Inc. | 45 | $2.65K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $2.83K | 0.00% | −242−83.4% | Reduced |
| Huntington National Bank | 50 | $2.94K | 0.00% | +38+316.7% | Added |
| Private Wealth Management Group, LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 53 | $3.12K | 0.00% | −19−26.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57 | $3.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $3.47K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 70 | $4.12K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 79 | $4.65K | 0.00% | +45+132.4% | Added |
| Jones Financial Companies LLLP | 79 | $4.65K | 0.00% | +79 | New |
| Meeder Asset Management Inc | 80 | $4.71K | 0.00% | +80 | New |
| Massmutual Trust Co FSB | 82 | $4.83K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 86 | $5.06K | 0.00% | +86 | New |
| Aviso Financial Inc. | 90 | $5.30K | 0.00% | +90 | New |
| Toth Financial Advisory Corp | 100 | $5.88K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $5.88K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 135 | $7.95K | 0.00% | +10+8.0% | Added |
| Rothschild Investment LLC | 140 | $8.24K | 0.00% | +140 | New |
| TD Private Client Wealth LLC | 145 | $8.53K | 0.00% | +13+9.8% | Added |
| Venturi Wealth Management, LLC | 145 | $8.53K | 0.00% | +145 | New |
| IFP Advisors, Inc | 153 | $9.00K | 0.00% | +26+20.5% | Added |
| Caldwell Sutter Capital, Inc. | 159 | $9.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 170 | $10.0K | 0.00% | +6+3.7% | Added |
| First Horizon Advisors, Inc. | 183 | $10.8K | 0.00% | −205−52.8% | Reduced |
| Bessemer Group Inc | 179 | $11.0K | 0.00% | −47−20.8% | Reduced |
| Clearstead Advisors, LLC | 189 | $11.1K | 0.00% | +189 | New |
| Peregrine Capital Management LLC | 190 | $11.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 194 | $11.4K | 0.00% | −20−9.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 200 | $11.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 205 | $12.1K | 0.00% | +150+272.7% | Added |
| Group One Trading, L.P. | 271 | $15.9K | 0.00% | −1,136−80.7% | Reduced |
| GAMMA Investing LLC | 273 | $16.1K | 0.00% | −205−42.9% | Reduced |
| Parallel Advisors, LLC | 334 | $19.7K | 0.00% | +12+3.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 455 | $26.8K | 0.00% | +455 | New |
| Altshuler Shaham Ltd | 465 | $27.4K | 0.00% | +465 | New |
| Allworth Financial LP | 458 | $28.8K | 0.00% | +382+502.6% | Added |
| Global Retirement Partners, LLC | 489 | $28.8K | 0.00% | −435−47.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 500 | $29.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 505 | $29.7K | 0.00% | −57−10.1% | Reduced |
| Strengthening Families & Communities, LLC | 502 | $30.0K | 0.01% | +2+0.4% | Added |
| DecisionPoint Financial, LLC | 491 | $32.3K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 549 | $32.3K | 0.00% | +548+54,800.0% | Added |
| Quadrant Capital Group LLC | 602 | $35.4K | 0.00% | −39−6.1% | Reduced |
| LRI Investments, LLC | 620 | $36.5K | 0.00% | +576+1,309.1% | Added |
| Danske Bank A/S | 700 | $41.2K | 0.00% | −24,403−97.2% | Reduced |
| Harbour Investments, Inc. | 708 | $41.7K | 0.00% | +708 | New |
| DekaBank Deutsche Girozentrale | 714 | $42.0K | 0.00% | +714 | New |
| Quarry LP | 795 | $46.8K | 0.02% | −229−22.4% | Reduced |
| American Capital Advisory, LLC | 750 | $50.5K | 0.04% | +750 | New |
| Catalyst Funds Management Pty Ltd | 900 | $53.0K | 0.01% | +900 | New |
| Northwestern Mutual Wealth Management Co | 1,125 | $66.2K | 0.00% | −505−31.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,173 | $69.0K | 0.02% | −1,332−53.2% | Reduced |
| State of Wyoming | 1,279 | $75.3K | 0.01% | −1,428−52.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,297 | $76.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,457 | $85.7K | 0.00% | −254−14.8% | Reduced |
| 1620 Investment Advisors, Inc. | 1,474 | $86.7K | 0.07% | +1,474 | New |
| Smartleaf Asset Management LLC | 1,556 | $91.4K | 0.01% | −1,266−44.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,536 | $92.9K | 0.00% | +626+68.8% | Added |
| Nomura Asset Management Co Ltd | 1,640 | $96.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,729 | $101.6K | 0.00% | +1,729 | New |
| Spire Wealth Management | 1,800 | $105.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,911 | $112.5K | 0.00% | +286+17.6% | Added |
| Innealta Capital, LLC | 1,990 | $117.1K | 0.04% | +1,990 | New |
| CWM, LLC | 2,010 | $118.0K | 0.00% | −152−7.0% | Reduced |
| Ci Investments Inc. | 2,354 | $139.0K | 0.00% | −67,331−96.6% | Reduced |
| Covestor Ltd | 2,688 | $159.0K | 0.10% | +997+59.0% | Added |
| KBC Group NV | 2,975 | $175.0K | 0.00% | +709+31.3% | Added |
| US Bancorp | 3,414 | $200.9K | 0.00% | −125−3.5% | Reduced |
| Scientech Research LLC | 3,426 | $201.6K | 0.04% | −6,563−65.7% | Reduced |
| Umpqua Bank | 3,429 | $201.8K | 0.08% | −37−1.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,507 | $206.4K | 0.02% | +3,507 | New |
| AXA S.A. | 3,560 | $209.5K | 0.00% | −1,103−23.7% | Reduced |
| Boston Private Wealth LLC | 3,608 | $212.3K | 0.01% | −1,159−24.3% | Reduced |
| GYL Financial Synergies, LLC | 3,719 | $218.9K | 0.02% | −56−1.5% | Reduced |
| Edmp, Inc. | 3,893 | $229.1K | 0.21% | +3,893 | New |
| Sequoia Financial Advisors, LLC | 3,894 | $229.2K | 0.00% | +115+3.0% | Added |
| GWM Advisors LLC | 3,968 | $233.5K | 0.00% | −16,772−80.9% | Reduced |